2026 Q2 Portfolio Activity
In 2026 Q2, Stash Investments, LLC maintained a portfolio of 17 distinct positions. The most significant new addition was ISHARES TR, now representing 1.22% of the total fund value. They heavily accumulated shares in VANGUARD INTL EQUITY INDEX F, increasing the position by 6.4%.
Position History
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Total Positions
17
Quarter
2026 Q2
Top Holding
VTI (39.8%)
Top 10 Concentration
98.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
Stash Investments, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 39.82% | 39.99% |
#1
Prev: #1
|
6.5 |
—
|
12,387 | 3.9% |
P
S
|
333,819 | $123,526,383 |
$256.45
+43.6%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
IEFA
ISHARES TR
|
ETF | 16.94% | 17.99% |
#2
Prev: #2
|
7.5 |
—
|
31,433 | 6.1% |
P
S
|
544,042 | $52,543,576 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
TFLO
ISHARES TR
|
ETF | 16.51% | 17.81% |
#3
Prev: #3
|
7.0 |
—
|
104,557 | 11.5% |
P
S
|
1,011,545 | $51,214,523 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IUSB
ISHARES TR
|
ETF | 16.48% | 17.71% |
#4
Prev: #4
|
6.5 |
—
|
119,553 | 12.1% |
P
S
|
1,108,163 | $51,141,722 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 6.35% | 6.51% |
#5
Prev: #5
|
5.0 |
—
|
19,865 | 6.4% |
P
S
|
330,293 | $19,715,189 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IVV
ISHARES TR
|
ETF | 1.22% | — |
#6
Prev: #—
|
4.0 |
—
|
5,046 | — |
NEW
|
5,046 | $3,778,899 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.53% | — |
#7
Prev: #—
|
3.7 |
—
|
23,150 | — |
NEW
|
23,150 | $1,649,438 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IXUS
ISHARES TR
|
ETF | 0.50% | — |
#8
Prev: #—
|
3.7 |
—
|
16,169 | — |
NEW
|
16,169 | $1,543,169 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AOA
ISHARES TR
|
ETF | 0.30% | — |
#9
Prev: #—
|
3.6 |
—
|
9,635 | — |
NEW
|
9,635 | $940,376 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.30% | — |
#10
Prev: #—
|
3.6 |
—
|
15,821 | — |
NEW
|
15,821 | $933,123 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.24% | — |
#11
Prev: #—
|
3.6 |
—
|
8,969 | — |
NEW
|
8,969 | $741,288 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.22% | — |
#12
Prev: #—
|
3.6 |
—
|
7,108 | — |
NEW
|
7,108 | $685,424 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MBB
ISHARES TR
|
ETF | 0.17% | — |
#13
Prev: #—
|
3.6 |
—
|
5,671 | — |
NEW
|
5,671 | $536,023 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.16% | — |
#14
Prev: #—
|
3.6 |
—
|
10,335 | — |
NEW
|
10,335 | $500,524 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.11% | — |
#15
Prev: #—
|
3.5 |
—
|
12,829 | — |
NEW
|
12,829 | $339,969 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.08% | — |
#16
Prev: #—
|
3.5 |
—
|
1,194 | — |
NEW
|
1,194 | $238,907 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IJH
ISHARES TR
|
ETF | 0.07% | — |
#17
Prev: #—
|
3.5 |
—
|
2,822 | — |
NEW
|
2,822 | $217,604 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-17 of 17 holdings